AVID Planning provides investment management and financial planning services to individuals. AVID develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like retirement, taxes, estate planning, and insurance. AVID may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$59M
Clients69
Advisors2
Avg. per Client$850K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.00% |
Minimum annual client fee of $5,500 may be offset by the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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